Kestra Advisory Services’s Surf Air Mobility SRFM Stock Holding History

Kestra Advisory Services’s Portfolio SRFM Stock Details SRFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.4K	Buy	+11,522	New	+$13.3K	﹤0.01%	3243

Other funds holding SRFM

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Kestra Advisory Services's SRFM Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Surf Air Mobility (SRFM) in Q2 2026: 11,522 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #3243 among its holdings.

18 funds tracked by Wall St. Rank hold SRFM as of Q2 2026.

Kestra Advisory Services held 11,522 shares of Surf Air Mobility worth $13.4K as of Q2 2026.
Surf Air Mobility was a new Kestra Advisory Services position in Q2 2026.
Surf Air Mobility made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3243 holding.
18 funds tracked by Wall St. Rank held Surf Air Mobility as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.